Natixis Loomis Sayles Strategic Inc

Quick Stats

Bid Price - Offer Price -
Mid Price USX 118.66 Day Change USX 0.26 (-0.15%)
Price Date 5 Dec 2016 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.25 Fund Size 32,362,000.00
Launch Date 08/03/2013 Standard Initial Charge (%) 1.00
Currency USX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 15,000,000.00 Total Expense Ratio (%) 0.25
ISIN GB00B993DR03 Min TopUp (£) 0.00

Fund Objective

To Achieve high income with a secondary objective of long-term growth of capital.

Fund Managers

Dan Fuss
Dan Fuss has 57 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm's Board of Directors and manages the firm’s flagship Loomis Sayles Bond Fund—which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category—in addition to the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income, Dividend Income and Global Equity and Income funds. In 2012, Dan received both the Institutional Investor Money Management Lifetime Achievement Award, and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. In 2000, he was named to the Fixed Income Analysts Society’s Hall of Fame in recognition of his contributions and lifetime achievements toward the advancement of the analysis of fixed income securities and portfolios. He has twice been president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.